Survey the actual installation
Verify connection sizes, elevations, access, supports, floor/drainage conditions and electrical/utility supply. Drawings are a starting point; identify deviations before fabrication. Include safe access for inspection, replacement and cleaning rather than fitting only the operating envelope.
Plan the cutover and recovery
Define the shutdown window, product isolation, temporary arrangements, software backup and connection checks. Identify which changed boundaries need commissioning and product/cleaning release. Where practical, preserve a documented recovery path; do not describe rollback as possible without checking physical and software dependencies.
Hand over the maintenance knowledge
Provide final drawings, spare/consumable responsibilities, calibration requirements, software backups and training records within the agreed supply scope. Assign ownership across machine suppliers and site maintenance. A new HMI screen is not a substitute for a maintainable system.


